What is Lead Scoring? |
What is the Goal of Lead Scoring and Hot lists?
Lead Scoring allows sales/marketing to identify and rank specific leads visiting your website or responding to your email marketing.
itracEMS proprietary lead scoring algorithm, builds a highly detailed list of interested prospects/leads/customers from top (most interested) to bottom (least interested), automatically assigning a score to each and every lead.
Sales/marketing then has the ability to immediately act on this data to target ‘Hot Prospects’ in a timely fashion and increase conversions and drive sales.
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Step 1. Tracking all your leads/prospects/contacts.
2. Send and email campaign using itracEMS Email Campaign Manager
1. Configure itracEMS code on your web registration forms
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Step 2. Creating a Lead Score Hotlist or Web Hot list Report
The two primary reports can be accessed from the itracEMS Homepage:
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<Web Hotlist> this is a real time view of which contacts are visiting your website and specifically what pages they are looking at.
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<Score Hotlist NEW!> this is where you can generate your lead score reports. These reports are real time so you will want to regenerate them often.
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Create a Score Holist Report
To create a lead score report go to the <Score Hotlist NEW!> from the home page. Add a report name and optional description then <Generate Report>.
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Breaking down the Score Holist Report
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Form the Score Hotlist you can drill down to see a detailed history for each contact, or link directly to the contacts iProfile.
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You will see several scores for each contact. The total ‘score’ (right column) is calculated by itracEMS, taking into account a number of factors including Email score (# emails clicked) and Web Score (# pages visited)
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Drilling down to the Score Hot list details.
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